+36.7%
VTR vs FGI
+81.8%
-45.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.5% | -9.5% | -2.0% |
| 7D | -1.7% | +0.5% | -2.2% | -1.7% |
| 30D | -2.4% | +65.4% | -67.8% | -1.9% |
| 3M | +14.8% | +23.5% | -8.7% | +15.2% |
| 6M | +5.3% | +60.5% | -55.2% | +7.0% |
| YTD | +18.1% | +30.0% | -11.9% | +19.6% |
| 1Y | +36.7% | +82.1% | -45.3% | +41.6% |
| All | +36.7% | +81.8% | -45.1% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling